Catholic Responsible Investments Magnus 45/55 Fund Institutional Class Shares (CMNSX)

Overview

The fund operates as a “fund of funds” by investing its assets in a selection of other Catholic Responsible Investments Funds mutual funds, diversifying across various asset classes and investment styles. Its investment strategy is structured with a focus on both equity securities, including certain other investment instruments, which account for 45% of its total assets, and fixed-income securities, making up 55% of its assets. This blend seeks to leverage growth through equity investments while maintaining a steady income flow and risk mitigation through bonds and other fixed-income instruments.

Products and Services

• Equity Securities Investments

  The fund dedicates a significant portion of its assets, precisely 45%, to investments in equity securities. This component of the fund’s portfolio includes stocks and other equity instruments across a range of sectors and geographies, focusing on companies that comply with Catholic Responsible Investment guidelines. The objective here is to harness the growth potential of the equity markets while adhering to ethical investment criteria.

• Fixed-Income Securities Exposure

  Resting at 55% of the fund's total assets, this product emphasizes investments in fixed-income securities, such as bonds, debt securities, and other similar instruments. The primary aim of this strategic allocation is to provide the fund with a stable income stream, manage risk, and protect the capital against market volatilities. By investing in fixed-income securities, the fund also aligns with Catholic Responsible Investment principles, ensuring that investments are made in debt instruments that meet specific ethical standards.